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How to add a new user

This article explains how administrators add users to an organization and manage existing user accounts.

User invitations are required when Single Sign-On is not enabled.


Step-by-step

  1. Open Control Panel
    In Portal, open the user menu and select Control Panel.

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  1. Open Users & Groups
    Navigate to Users & Groups → Users.

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  1. Invite a user

    • Click Invite user.

    • Enter the user’s email address.

    • Assign one or more user groups.

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  1. User joins organization
    The user receives an email invitation and joins after accepting it.

  2. Manage users
    Administrators can view group membership, last login, and remove users if required.


Notes

  • Invitations are not required when SSO is enabled.

  • Group assignment during invitation defines initial permissions.

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